With more than 35 years in the financial services industry, Nadine leads our team alongside Paul Weinstein. With her integrity, dedication and affinity for numbers, she is passionate about helping others strategically pursue their financial goals. Nadine provides tailored and comprehensive financial planning guidance for our clients with a focus on delivering the highest quality of client service.
Nadine has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Nadine was previously a first vice president with UBS Financial Services and senior financial consultant at Merrill Lynch before that. She earned a bachelor’s degree in marketing from Florida State University. Nadine is a member of the Estate Planning Council of Lee County and has been accredited by Crown Financial Ministries.
Nadine is an active member of her community and enjoys volunteering and giving back to her church and humanity organizations in her county. She enjoys spending time with her four sons and grandson in her spare time, as well as biking, practicing yoga, hiking and ballroom dancing.
Originally from Newport, Rhode Island, Nadine has lived in Fort Myers since 1982.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.